+3,019.7%
MU vs XLK
+1,344.6%
+1,675.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.1% |
| 7D | +21.6% | +7.0% | +14.6% | +11.4% |
| 30D | -16.2% | -11.5% | -4.8% | +0.9% |
| 3M | -12.4% | -7.9% | -4.5% | +0.3% |
| 6M | +4.2% | -0.6% | +4.8% | +14.0% |
| YTD | +180.0% | +21.1% | +158.8% | +141.2% |
| 1Y | +226.4% | +18.8% | +207.5% | +191.7% |
| 3Y | +969.7% | +97.3% | +872.4% | +425.1% |
| 5Y | +957.9% | +115.5% | +842.4% | +359.8% |
| 10Y | +4,534.6% | +723.7% | +3,810.8% | +246.8% |
| All | +3,019.7% | +1,344.6% | +1,675.1% | +54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded XLK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling